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Sponsor portfolioWelfare / HealthEIN 30-0588666
CETERA FINANCIAL GROUP, INC.
2301 ROSECRANS AVE · EL SEGUNDO, CA 90245
8664893100
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$4.9M
No prior year
Persons covered
3,045
No prior year
Total participants
6,298
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Stop-loss | $2.3M | 27.1% | |
| Other | $2.3M | 26.5% | |
| Life | $1.8M | 21.2% | |
| Long-term disability | $1.8M | 21.2% | |
| Vision | $336K | 3.9% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 222311816 | SL | $2.3M | 47.1% | 1 | 1 | 2,470 |
EIN 042381280 | LLTDOth | $2.3M | 45.9% | 1 | 4 | 3,035 |
EIN 941632821 | V | $336K | 6.8% | 1 | 1 | 2,255 |
EIN 131963496 | Oth | $7K | 0.1% | 1 | 1 | 3,045 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | CONSHOHOCKEN, PA | QBE INSURANCE COMPANY, UNUM INSURANCE COMPANY | $89K | $131K | $220K | 99.5% | 1 |
| GALLAGHER BENEFIT SERVICES, INC. | IRVINE, CA | FEDERAL INSURANCE COMPANY | $991 | $97 | $1K | 0.5% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan